Ascor® Independent Wealth Managers has reached another milestone this week when it was crowned South Africa’s Best Independent Financial Advisor.
The Best Practice Adviser Awards are managed by International Adviser, a UK-based global publication for financial advisors, and Old Mutual International. Together, these companies have evaluated scores of financial advisors across the globe and have selected the best companies in specific areas of excellence, including an overall award for Best Advisor Firm.
For the Southern African region, the awards were held at The Vineyard in Cape Town on Monday October 17. A total of eight awards were made during the gala function, which recognised and rewarded excellence in: Client Service, Investment Planning, Professional Development, Use of Technology, Business Transformation, Use of Social Media and Marketing and Communication and the overall award for the best advisor in South Africa.
Of these awards, Ascor took home the top award in four categories, namely Use of Social Media, Use of Technology, Excellence in Marketing and Communication and the overall award as Best Advisor Firm.
We are truly delighted with our performance in these international awards. We are especially proud that we received the award in every category that relates to our interaction with clients, which underscores our client-focused approach.
Ascor is a full-service fee-based independent financial advisor and wealth manager and offers a comprehensive range of accounting, audit and wealth management services. The company was formed in 2005 and became one of South Africa’s first fully accredited firms to receive the Financial Planning Institute (FPI) Professional Practice Certification.
Ascor director Martin de Kock and I received the coveted Best Practice Adviser Awards on behalf of the Ascor® team. In winning the award, Ascor was singled out for its proactive business practices, the support it provides to its client base, the way it provides sound financial and investment advice, its mastery of investment and client management technologies and the fact that it proactively complies with all relevant legislation.
These awards will find pride of place in Ascor’s offices, alongside the FPI Financial Planner of the Year Award that I was awarded for the 2015/16 competition and Ascor’s FPI Professional Practice Certification.